Caterpillar Inc. $CAT Stake Lifted by NorthCrest Asset Manangement LLC

NorthCrest Asset Manangement LLC lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 2.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 76,492 shares of the industrial products company’s stock after purchasing an additional 1,471 shares during the period. Caterpillar accounts for about 1.1% of NorthCrest Asset Manangement LLC’s holdings, making the stock its 15th biggest holding. NorthCrest Asset Manangement LLC’s holdings in Caterpillar were worth $47,127,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Caterpillar in the second quarter worth about $2,165,899,000. Illinois Municipal Retirement Fund boosted its position in shares of Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock valued at $8,237,000 after purchasing an additional 1,181 shares in the last quarter. Groupe la Francaise boosted its position in shares of Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after purchasing an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA grew its stake in shares of Caterpillar by 155.9% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after purchasing an additional 28,773 shares during the last quarter. Finally, Caprock Group LLC bought a new stake in shares of Caterpillar in the 3rd quarter worth approximately $8,893,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is currently owned by company insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts for Caterpillar — including FY2026 to $21.46, FY2027 to $24.17, FY2028 to $28.88, Q1 2026 to $4.46 and Q4 2027 to $7.12 — signaling stronger expected earnings momentum and supporting a premium multiple for CAT. (No article link provided)
• Positive Sentiment: Zacks research says Caterpillar currently edges Komatsu on earnings momentum, growth outlook and returns, which supports investor preference for CAT despite its higher valuation. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: The Yahoo Finance piece questions whether CAT still offers value after a ~105% one‑year surge, highlighting strong multi‑year returns and recent volatility — a reminder investors should weigh valuation vs. growth before adding. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Neutral Sentiment: Local human‑interest coverage about a top heavy‑machinery operator (Press Herald) is not material to fundamentals but can support the brand narrative in end markets. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks slightly trimmed its Q2 2027 EPS view (from $6.01 to $5.99) — a very small downgrade but it may feed short‑term caution around the next quarter’s outlook. (No article link provided)

Caterpillar Price Performance

CAT opened at $680.15 on Friday. The stock has a fifty day moving average price of $701.95 and a 200 day moving average price of $594.39. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The stock has a market cap of $316.47 billion, a price-to-earnings ratio of 36.14, a PEG ratio of 1.61 and a beta of 1.54.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the business earned $5.14 EPS. Analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Sanford C. Bernstein restated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a report on Friday, January 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Wolfe Research raised their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Morgan Stanley lifted their target price on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Finally, UBS Group reaffirmed a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

Caterpillar Company Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.